Scenario
Create a Saved Search that will display the most recent Task created on an Opportunity.
Solution
A. If the fields are obtained from the Opportunity record, follow the below format.
- Navigate to Lists > Search > Saved Searches > New
- Click Opportunity
- Search Title: Enter Title
- Click Criteria
- Filter: Select Activity fields…
- Activity Filter: Select Activity type
- Activity Type: Select any of and Select Task
- Click Set
- Click Results
- Click Columns
- Field:
- Select Document Number
- Summary Type: Select Group
- Select Title
- Summary Type: Select Group
- Click Save
B. If the fields are obtained from the Task record, follow the below format.
- Navigate to Lists > Search > Saved Searches > New
- Click Opportunity
- Search Title: Enter Title
- Click Criteria
- Filter: Select Activity fields…
- Activity Filter: Select Activity type
- Activity Type: Select any of and Select Task
- Click Set
- Click Results
- Click Columns
- Field: Select Task Fields…
- Click Add Multiple button
- Task Field: Select Task Title, Status and Due Date
- Click Add button
- Summary Type: Select Maximum
- When Ordered By Field: Select Date Created
- Click Save